The candidate will be responsible for assisting with the efficient and accurate taking of board minutes for various client entities.
Jersey
To apply or for more information please contact Emma O’Connell on 01534-888345 or email emma.oconnell@thomasdessain.com.
The main duties of this role will include but not be limited to the following:
- Coordination of board meetings for CFAJ and its underlying clients (quarterly and ad hoc).
- Preparation of meeting agendas for review and circulation to the directors.
- Collation of board reports with interaction from external and internal parties such as fund managers.
- Preparation of meeting packs for review and circulation to directors.
- Maintaining central meeting logs, registers and corporate files (digital and physical) of the clients serviced.
- Attend board meetings to take minutes/notes and action items to circulate them to the directors within 10 business days of a board meeting.
- Follow up on any action items from prior and current meetings to provide updates/resolution to the directors in a timely manner.
- Assist with the monitoring of emails into various group emails.
- Liaise with external legal parties and stakeholders with new/updated agreements that require director input/approval.
- Assist with regulatory audits of the Manager’s/Funds administered and the collation of audit requests.
- Perform ad-hoc tasks as directed by the Co-Sec managers.
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